MoneyShow MoneyMasters Podcast

The Biggest Investment Opportunity No One’s Talking About w/ Michael Lee

In this episode of the MoneyShow MoneyMasters Podcast, we’re joined by Michael Lee, founder of Michael Lee Strategies. Michael shares why he believes Palantir is the clear AI leader and why Wall Street is still underestimating the AI revolution.
We dive into Palantir’s explosive growth, how DeepSeek’s breakthrough actually benefits Nvidia, why Microsoft, Amazon, and Google are struggling to meet AI demand, the Nasdaq’s market volatility, the rise of autonomous driving with Tesla and Mobileye, and hidden investment opportunities beyond AI in AMD, Oracle, and infrastructure stocks.
CHAPTERS
00:00 - Introduction
1:20 - Privatization & AI Growth
2:11 - Jevon’s Paradox 
2:50 -  Why Palantir is the Clear AI Leader
08:10 - The Market & AI
13:05 - Insider Buying Trends
19:51 - MoneyShow Summit in March
 
👀 Want to see more of Michael Lee? 👀 
 
Join Michael at the MoneyShow Better Investing Smarter Trading Summit in March—100% FREE to attend. 
 
Click the link below to register: https://online.moneyshow.com/2025/march/virtual-expo/ 
 
Don’t miss your chance to gain expert insights firsthand—click here to register: 
https://www.miamimms.com/?scode=061246
 
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For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page:  https://www.youtube.com/@MoneyShow/podcasts 

Will AI Stocks Continue to SKYROCKET? w/ Dan Ives

AI stocks have been on fire, but can they keep climbing?
 
In this episode of the MoneyShow MoneyMasters Podcast, Dan Ives, Managing Director & Senior Equity Analyst at Wedbush Securities, shares his expert insights on the future of AI, Big Tech, and stock market trends in 2025.
 
💡 Dan Ives has been ahead of the curve on tech investing, calling this a "Champagne Moment" for AI stocks with plenty of “jet fuel” left for more gains.
 
We dive into AI’s next phase, the rise of second and third derivative AI plays, the impact of DeepSeek’s cheaper AI models, insights from Meta, Microsoft, and Amazon’s earnings, the effects of market volatility, the risks of China-U.S. trade tensions, and what all this means for Nvidia and the future of AI investing.
 
CHAPTERS
 
00:00 - Introduction
02:04 - Privatization & AI Growth
03:07 - Software Era Begins
04:23 - Derivative AI Plays
06:04 - DeepSeek & GPUs
07:56 - Tech Earnings & Outlook
08:38 - Tariffs & AI Risks
10:01 - Cybersecurity & Trends
12:00 - Market Risks & Execution
13:30 - MoneyShow Event Preview
👀 Want to see more of Dan Ives? 👀 
 
He’ll be speaking at the 2025 MoneyShow Masters Symposium Miami, happening May. 15-17 at the Hyatt Regency Miami. 
 
Don’t miss your chance to gain expert insights firsthand—click here to register: 
https://www.miamimms.com/?scode=061246
 
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For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page:  https://www.youtube.com/@MoneyShow/podcasts 
 

Tech Stock Investing Will NEVER Be the Same Again w/ Mark Mahaney

The tech sector has been both rewarding and volatile in recent years. With major shifts in AI, new regulatory policies, and changing ad market dynamics, investors have a lot to consider heading into 2025.
 
In this episode of the MoneyShow MoneyMasters Podcast, we break it all down with Mark Mahaney, Senior Managing Director & Head of Internet Research at Evercore ISI.
 
CHAPTERS 0:00 - Introduction
00:56 - DeepSeek AI Shakeup
02:36 - AI’s Impact on Tech Stocks
04:00 - Big Tech & Washington
06:23 - Tariffs & Market Effects
08:04 - Netflix’s Streaming Strength
10:16 - Meta’s AI-Driven Ads
12:35 - Uber: A Contrarian Pick
14:00 - Revisiting 2024’s Winners
14:40 - Preview: 2025 MoneyShow Vegas
 
More Episodes: For more episodes of the MoneyShow MoneyMasters Podcast, visit our podcast page: https://www.youtube.com/@MoneyShow/podcasts
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What are the SECRETS to Options Trading Success in 2025? w/ Mark Longo

The options market saw explosive growth in 2024, with a record 48.5 million contracts traded daily—nearly 10% more than the previous year.
With trading becoming more accessible, many novice traders are making common mistakes.
In this episode of the MoneyShow MoneyMasters Podcast, Mark Longo, CEO of Options Insider Media Group, discusses the shift to electronic trading, AI’s impact on markets, and surprising trends around earnings.
 

Top Pros Top Picks: Jeff Hirsch, Joe Markman, Matt Timpane (X Space with WOLF Financial)

Robert Bryce: Energy Investing During Trump 2.0

Trump 2.0 has officially begun...and everything from stocks to currencies to crypto is moving in response. But what about ENERGY? How will underlying commodities like crude oil and natural gas – not to mention energy stocks – behave in the second Trump Administration? What impact will “Drill, baby, drill” policy...a lighter regulatory touch...and other factors have on production, supply, pricing, and more? I sat down with @RobertBryce – noted energy-sector author, lecturer, filmmaker, and podcaster – to get the answers for this week’s MoneyShow MoneyMasters Podcast.We begin by chatting about Robert’s extensive, multi-decade career covering the industry, which includes projects like the docuseries “Juice: Power, Politics & The Grid” and the book A Question of Power: Electricity and the Wealth of Nations. Then we discuss the impact of President Trump’s policies and politics on the energy markets. That includes what regulatory rollbacks and the opening up of new regions to oil and gas drilling means (and DOESN’T mean) for US exploration and production. Robert also weighs in on the future of US LNG exports…the impact of data center growth and AI-driven demand for electricity on energy prices...and which subsector of the natural gas industry he thinks investors should focus on.We next pivot to geopolitics, discussing what Russia’s invasion of Ukraine and rising US-Iran tensions mean for energy markets and investors. Plus, we talk about why “Drill, baby, drill” supply concerns haven’t kept US crude oil futures from rising 10% since the November election – or natural gas prices from surging an astonishing 46%. Finally, Robert previews what he’ll cover at the MoneyShow Masters Symposium Dallas, scheduled for April 4-6 at the Hilton DFW Lakes. Click here to register: https://www.mmsdallas.com/?scode=061246

Yardeni Research’s Eric Wallerstein: Stock Market at a Crossroads

The stock market is at a crossroads. After the strongest back-to-back years for the S&P 500 since the late 1990s, investors are wondering what to expect in 2025. Will higher productivity, stronger earnings, and D.C. deregulation win out and propel equities higher? Or will higher-for-longer interest rates, geopolitical tensions, and “sticky” inflation hamstring markets? To cut through the fog and get some answers, I spoke with Eric Wallerstein, Chief Markets Strategist at Yardeni Research, for this week’s MoneyShow MoneyMasters Podcast.Eric starts by sharing his background, which included stints at the New York Fed’s repo desk and the Wall Street Journal prior to his joining Yardeni Research. We then pivot to a macro-focused discussion, one covering the latest inflation figures, the Federal Reserve’s recent (and potential future) policy moves, and the likely impact of Trump Administration policy on hiring, investment, and capex spending. Next, Eric lays out what could go RIGHT for markets...and what could go WRONG for them...in the new year. But he emphasizes the positives, including what to expect with corporate earnings and GDP growth – and the one “great thing” that the economy has going for it.We then move on to the bond market’s recent convulsions, a contrarian call he recently made, and the reasons why the U.S. looks poised to outperform other regions. Then we talk about the five market sectors he likes, and his one favorite group – one that has “a lot of runway” for potential gains. Finally, we discuss what he’ll cover at the MoneyShow Masters Symposium Dallas, scheduled for April 4-6 at the Hilton DFW Lakes. Click here to register: https://www.mmsdallas.com/?scode=061246

Blake Morrow: Higher-Probability Trading in FX, Crypto, Stocks, & Bonds

The best traders “stack” probabilities in their favor – using different types of analysis and multiple trading signals to increase their chances of success. They know how to manage risk. And they don’t dig their heels in when they face the “Right idea, wrong time” dilemma. Those are just a few of the pearls of wisdom shared by Blake Morrow, co-founder of Forex Analytix, in my latest MoneyShow MoneyMasters Podcast segment.We begin by discussing Blake’s background in the capital markets, including stints as part-owner of a Dallas brokerage and chief currency strategist for Wizetrade Group and what is now Ally Financial. Blake then shares an overview of Forex Analytix, including the 30+ different markets and currency pairs its analysts track and talk about...and the educational and community-based features it offers.We move on to trade relations next, discussing the impact of President-elect Trump’s tariff-focused policies, China’s stimulus toolbox and how currency devaluation fits into it, and what key levels to watch when it comes to the yuan. Then we cover the “divergent policies” theme and why it’s so important in the FX and related markets. Blake zeros in on recent policy moves the Bank of Canada, European Central Bank, Bank of Japan, and US Federal Reserve have made – and how traders should play what they do next. He also covers Bitcoin, gold, and why “buying the dips” should work in both asset classes.Finally, we circle back to tactics and strategies. Blake outlines the five major schools of analysis his firm focuses on, how you can mix and match them to boost your probabilities of success, and the one thing that trips up traders the most – plus how to get past that pitfall. Blake closes with a preview of what he’ll cover at the 2025 MoneyShow/TradersEXPO Las Vegas, scheduled for Feb. 17-19 at the Paris Las Vegas. Click here to register: https://www.lasvegasmoneyshow.com/?scode=061246

David Keller: Advice for Traders Amid Dow 45K, Nasdaq 20K, and Bitcoin $100K

S&P 6,000. Nasdaq 20,000. Dow 45,000. And of course, Bitcoin $100,000. We’ve seen a lot of big, round numbers fall in 2024 – and not just in the stock market. But what’s happening BEHIND the curtain? Why should traders embrace “mindful investing” here – and focus on avoiding four “deadly sins?” I spoke with David Keller, President and Chief Strategist at Sierra Alpha Research, to get the answers in this MoneyShow MoneyMasters Podcast segment.We begin by discussing Dave’s new venture, Sierra Alpha, and how he’s looking to help both institutional and individual clients succeed more consistently. The conversation then pivots to market conditions in December 2024 – including the recent resurgence in “Big Tech,” the differences between the pre-election and post-election market environments, and the one key sector whose strength bodes well for the future. At the same time, Dave sees signs of waning breadth and reduced participation late in Q4...and explains what would concern him even more if he sees it happen in Q1 2025. As for whether we can notch a THIRD straight year of 20%-plus gains for the S&P? Dave has thoughts as well – and he shares them next, along with his take on what happens next with Bitcoin and gold.Later, we cover the concept of mindful investing and how it can help center traders in a volatile market filled with potential distractions. He also sheds light on the four deadly sins you should avoid if you want to become a more successful investor, a concept he plans to go deeper into at the 2025 MoneyShow/TradersEXPO Las Vegas, scheduled for Feb. 17-19 at the Paris Las Vegas. Click here to register: https://www.lasvegasmoneyshow.com/?scode=061246

Steve Sosnick: Options – Volatility, Valuations, & Trading Tactics

Steve Sosnick is now Chief Strategist at Interactive Brokers, which entails writing about and talking about key developments in financial markets. But his options market experience spans decades, with stints in risk management, market making, trading model development and optimization, and prop trading. In this eye-opening MoneyShow MoneyMasters Podcast episode, he draws on those experiences to provide critical insights about the current market environment – and how traders and investors can best navigate it.We start by discussing Steve’s history in the options market, and how he transitioned from an in-the-trenches to public-facing role at what is now called Interactive Brokers. Next, he shares his observations about this market – including what’s causing it to “slouch”...why for some time it has been “going up because it’s going up”...and how the only debate left is whether stocks are “phenomenally expensive, bubbleicious expensive, or just plain old expensive.” That said, Steve characterizes himself as more cautious than fearful – and advocates INSURING against the tape rather than FIGHTING it.We move on to discuss how to accomplish that, including one simple step you can take – and a more involved strategy that uses options. Regarding the latter, Steve says that once you figure out how much “insurance” you need, you should consider a couple of different tactics to combat time decay, sidestep the need for constant re-hedging, and otherwise avoid being “pushed into a decision” by market developments. We end with a discussion of what else Steve will cover at the 2024 MoneyShow/TradersEXPO Las Vegas, scheduled for Feb. 17-19 at the Paris Las Vegas. Click here to register: https://www.lasvegasmoneyshow.com/?scode=061246